Ilkley based Financial Planner Tony McMenamin has joined Serenity Financial Planning which specialises in offering clients full financial life planning.
This is a new and unique way of helping clients figure out exactly what they want to do in their lives and then ensuring they have enough money to do it.
Tony is now building a client base throughout Yorkshire and beyond. As well as investing his client’s assets using an investment philosophy based on leading academic research, Tony also advises on pensions, estate planning and every other aspect of financial planning. In addition, Tony coaches and supports his clients over the long term so that they have a clear vision of their future as they see their financial and life plans come to fruition.
Tony brings more than 25 years of industry experience to London based Serenity and previously spent a decade at IFA investment platform giant Transact, as well as working for a fund management company and pension provider. He holds a wealth of advanced financial planning qualifications covering taxation, trusts, personal financial planning and investment planning. He has also completed the Kinder Institute’s life planning training so that he can support, inspire and encourage his clients to make the most of life.
Tony, who lives in Burley in Wharfedale, says: “I was keen to move back into providing financial advice and being independent is hugely important to me. I considered several options, but Serenity really stood out from the crowd. Serenity’s approach is about enhancing a person’s entire life, rather than just improving their wealth. The company has a strong focus on Evidence Based Investing as well as placing lots of emphasis on life planning to help people achieve a solid work life balance so they can stop worrying about money and live life to the full.
“Joining Serenity also means I can offer clients the security and infrastructure of a national company, alongside a completely bespoke, personal and one to one service, which is unique to the industry. I believe that great financial planning is about planning a great life and I am very much looking forward to helping my clients achieve this. I’m now relishing the challenge of building a client base throughout Yorkshire and beyond.”